Richard J. Ross, CPA PFS

Richard J. Ross, CPA PFS, established our firm to provide individuals in Anadarko, Oklahoma, with personalized financial guidance tailored to their specific needs and goals. We understand that navigating the complexities of financial planning can be daunting, and our mission is to demystify the process, empowering our clients to make informed decisions about their financial future.

Our Services

We offer a comprehensive range of financial services designed to assist individuals at every stage of life. Whether you are planning for retirement, saving for your children's education, or seeking to protect your assets through estate planning, our team of experienced professionals is dedicated to providing you with the expertise and support you need.

Our services encompass a broad spectrum of financial planning disciplines. We specialize in retirement planning, helping individuals develop customized strategies to ensure a secure and comfortable retirement. We analyze your financial situation, understand your retirement goals, and recommend investment strategies and retirement savings vehicles that align with your risk tolerance and time horizon.

We are dedicated to guiding individuals through the complexities of investment management. We work closely with our clients to understand their investment objectives, risk appetite, and timeframes. Based on this assessment, we construct diversified investment portfolios that aim to achieve your financial goals while mitigating potential risks.

Our expertise extends to college savings planning, assisting parents and families in creating strategies to fund their children's education. We explore different savings options, such as 529 plans and Coverdell Education Savings Accounts, and help you determine the most tax-advantaged approach to save for your children's future.

Estate planning is another crucial aspect of our services. We work with individuals and families to develop comprehensive estate plans that protect their assets and ensure their wishes are carried out after their lifetime. Our estate planning services include the creation of wills, trusts, and other estate planning documents tailored to your unique circumstances.

We understand the importance of tax planning and strive to minimize our clients' tax liabilities while ensuring compliance. We stay abreast of ever-changing tax laws and regulations and provide guidance on tax-efficient investment strategies, retirement planning, estate planning, and other financial decisions.

Our Philosophy

At our firm, we believe in a client-centric approach, prioritizing your needs and providing personalized attention. We take the time to understand your financial goals, concerns, and aspirations. We strive to build long-term relationships based on trust, transparency, and open communication.

We are committed to providing our clients with the highest level of service and expertise. We continuously enhance our knowledge and skills through ongoing education and professional development.